Review of both aggregate shipment volume and shipment volume by Chinese, Taiwanese, or international brands. Discussion of CKD/SKD kits, production techniques, and R&D sources Chinese makers. Analysis of shifts in both handset maker rankings and share of production in the Northern, Eastern, Southern, and other areas of China.
Figure 1 The Chinese Mobile Phone Industry's Shipment Volume, 1Q 2001 ?4Q 2002
Figure 2 The Chinese Mobile Phone Industry's Shipment Volume by Handset Origin, 1Q 2002 - 4Q 2002
Figure 3 The Chinese Mobile Phone Industry's Manufacturer Shipment Volumes and Export Ratios, 2002
Figure 4 The Chinese Mobile Phone Industry's Product Mix, 2001 - 4Q 2002
Figure 5 The Chinese Mobile Phone Industry's Handset Assembly Design Sources, 2001 - 4Q 2002
Figure 6 The Chinese Mobile Phone Industry's Production Share by Area, 2001 - 4Q 2002
Figure 7 The Chinese Mobile Phone Industry's Shipment Volume, 1Q 2002 ?1Q 2003
Figure 8 The Chinese Mobile Phone Industry's Shipment Volume by Handset Origin, 1999 - 2003
Figure 9 The Chinese Mobile Phone Industry's Shipment Volume by Handset Origin, 1Q 2002 - 1Q 2003
Table 1 The Chinese Mobile Phone Industry's Manufacturer Rankings, 1H 2002 - 4Q 2002
Table 2 The Chinese Mobile Phone Industry's Manufacturer Rankings, 2001 - 2002
Table 3 The Chinese Mobile Phone Industry Design Sources and Outsourcing Partners, 2002
Table 4 The Chinese Mobile Phone Industry Joint Ventures, 2002
Table 5 The Chinese Mobile Phone Industry's Production Share by Province or Municipality, 1H 2002 - 4Q 2002
Chinese makers are anticipated to join in and compete fiercely for a share of peak season demand in the Chinese market during the first quarter of 2003. This will likely contribute to raising shipment volume even higher than in the fourth quarter of 2002, when US and Western European vendors increased production to meet global peak season demand.
In 2003, Samsung is expected to challenge Siemens for third place in the handset manufacturer rankings, while TCL is anticipated to hound Bird for the top spot among domestic makers. By the end of the peak season in May, Chinese handset manufacturers are likely to have either built an impressive market share or created a serious inventory problem.
CDMA handsets and color screens are expected to be the main focus of attention in the future. GSM handset manufacturers will likely need to monitor the impact of CDMA and PHS handsets on sales. In addition, suppliers of monochrome and STN color displays are expected to be impacted by the gradual replacement by LCD panels, which will require heightened care toward inventory management.